Number of Shares
460
Previous 451 2.0%
Holding current value
$536 Million
Previous $473 Million 13.34%
% of portfolio
0.41%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 21, 2025

BUY
N/A
9 Added 2.0%
460 $536 Million
Q2 2025

Jul 22, 2025

SELL
N/A
-7 Reduced 1.53%
451 $473 Million
Q1 2025

Apr 21, 2025

SELL
N/A
-102 Reduced 18.21%
458 $433 Million
Q4 2024

Jan 30, 2025

BUY
N/A
560 New
560 $574 Million
Track This Portfolio

Track Pur Efi Wealth, LLC Portfolio

Follow Pur Efi Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Pur Efi Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pur Efi Wealth, LLC with notifications on news.